Josh Bretl kicks off this week’s show with a story about a once-in-a-lifetime dinner at a world-famous restaurant, but it’s not just about food.

It’s about rethinking the old way of doing things, just like retirement planning needs a fresh, thoughtful approach.

In this episode, Josh explains how integrating proactive tax strategies with investment planning can significantly improve your retirement outcome.

He also dives into the importance of understanding what you spend, why income is more important than rate of return, and how to find the right advisor to help you build a plan that lasts.

Retirement is personal, and this episode is a reminder that your plan should reflect that.

📞 Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with an FSR advisor.